Managers

169 positions · as of June 30, 2026 · Apple Inc · Vanguard Tax-managed Fds · Alphabet Inc

197 positions · as of September 30, 2026 · Ishares Tr · Invesco Exchange Traded Fd T · Vanguard Scottsdale Fds

26 positions · as of June 30, 2026 · SPDR S&P 500 ETF Tr · United Nat Foods Inc · Howard Hughes Holdings Inc

120 positions · as of June 30, 2026 · Vanguard World Fd · Ishares Tr · Select Sector SPDR Tr

23 positions · as of December 31, 2024 · Ishares Tr · Fidelity Covington Trust · Select Sector SPDR Tr

20 positions · as of June 30, 2026 · Vanguard Index Fds · Vanguard Intl Equity Index F · Ishares Tr

1 positions · as of June 30, 2026 · Oceanfirst Financial Corp.

199 positions · as of June 30, 2026 · Dimensional ETF Trust · Nvidia Corporation · Apple Inc

81 positions · as of September 30, 2026 · Vanguard Index Fds · Vanguard World Fd · Ishares Tr

4 positions · as of September 30, 2015 · Vanguard Scottsdale Fds · Ishares · Vanguard Bd Index Fd Inc

149 positions · as of September 30, 2021 · Apple Inc · Microsoft Corp · Berkshire Hathaway Inc

72 positions · as of June 30, 2020 · Apple Inc · Microsoft · Abbott Labs Com

70 positions · as of September 30, 2026 · Ishares Tr · Pacer Fds Tr · Schwab Strategic Tr

108 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Nvidia Corporation

124 positions · as of December 31, 2018 · Microsoft (1.19) · Coca Cola Company (1) · Intuit (1.22)

157 positions · as of September 30, 2026 · Invesco Qqq Tr · Vanguard Index Fds · Ishares Tr

149 positions · as of September 30, 2026 · Ishares Tr · Janus Detroit Str Tr · Schwab Strategic Tr

50 positions · as of March 31, 2016 · Canadian Natl Ry Co · Canadian Pac Ry Ltd · Schlumberger Ltd

64 positions · as of September 30, 2026 · Vanguard Index Fds · Vanguard Star Fds · Vanguard Bd Index Fds

168 positions · as of September 30, 2026 · Berkshire Hathaway Inc · Ishares Ultra Short Duration Bond Active ETF · Apple Inc

21 positions · as of June 30, 2026 · Fennec Pharmaceuticals Inc · Epsilon Energy Ltd · Alpha Cognition Inc

88 positions · as of March 31, 2026 · Micron Technology Inc · Tesla Inc · Zillow Group Inc

25 positions · as of June 30, 2026 · Ishares Tr · Capital Group Dividend Value · Vanguard World Fd

72 positions · as of September 30, 2026 · Ishares Tr · Apple Inc · Nvidia Corporation